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IQ-EQ Cosmos

300+ pre-built dashboards

Comprehensive coverage across all asset types for instant insights

80+ dedicated experts

A specialist team focused exclusively on delivering and supporting the solution

Track record

Tried, tested and trusted for over a decade

Asset managers and asset owners today face a fundamental challenge: data is everywhere, spread across platforms, systems and spreadsheets – yet true insight remains difficult to access.

That’s where IQ‑EQ Cosmos comes in. Cosmos ingests and consolidates your investment and accounting records from across your entire portfolio, bringing them together into one secure, intuitive platform. With real‑time access on any device, from anywhere, Cosmos transforms fragmented information into a single source of truth.

Powered by Snowflake’s cutting‑edge data warehousing technology and enhanced with AI‑driven tools such as Intelligent Document Processing (IDP), Cosmos is developed and managed by a team of experts, including technical accountants, data engineers and performance analysts with deep experience across private and public markets. The platform also enables advanced cashflow forecasting, helping you model valuations, performance and future exposure to make confident, well‑informed decisions.

IQ‑EQ Cosmos delivers insights where they matter most – at the portfolio, investor and asset levels. It’s not just data; it’s actionable intelligence.

Whether you’re part of operations, finance, the investment team or are primarily responsible for reporting, with IQ-EQ Cosmos you can view and analyse your investment data across the entire portfolio in real time. This intuitive access ensures transparency and control, enabling smarter strategies and faster responses in a dynamic market.

Accelerate portfolio value creation

Monitoring of key performance metrics helps you identify opportunities and maximise portfolio realisation

Raise more capital by exceeding investor expectations

Automatically integrate the data you need to demonstrate track record, showcase a data-driven approach, and deliver the transparency investors demand

Reduce cost and complexity

A true “plug-and-play” solution that eliminates the need for costly software purchases, lengthy implementations and dedicated resources

Cosmos Scribe

Client users (such as investment professionals) can add commentary directly onto selected sections of the Cosmos dashboards to provide supporting narrative, for example relating to macroeconomic factors or performance of the fund and/or investments.

One-click report generator

Client users can now merge various Cosmos dashboards (including qualitative and quantitative information) into one report, in PDF or PPT format, with just one click. The generated report can be used for investor, management or board reporting.

Customisable

For general partners (GPs), IQ-EQ Cosmos includes a comprehensive set of pre-configured dashboards that give teams the detail they need with customised branding.

Mobile

View your IQ-EQ Cosmos dashboard on a smart phone or tablet on both Apple and Android devices.

Multi-format

Download your IQ-EQ Cosmos dashboards as PNG, PDF or PPT and the underlying data in either Excel or CSV format.

Breach reporting

See how key performance metrics have performed over time with a RAG status.

Automated alerts

Get an immediate alert by text if key performance metrics have changed.

Modular

IQ-EQ Cosmos offers several modules catering to the different demands of GPs and limited partners (LPs), including tailored dashboards for real estate investments, ESG, and the specific needs of high-net-worth individuals.

Sharing

Inform discussions by sharing comments, analysis or screenshots with colleagues, directly from your dashboard.

Dictionary

Easy explanations of all calculations and key performance metrics within IQ-EQ Cosmos dashboards.

Updates

Our in-house development team regularly releases new and improved features.

Training and ongoing support

Get the most out of IQ-EQ Cosmos with training and ongoing support from our in-house technical experts.

Technology

IQ-EQ Cosmos uses an array of leading accounting and software systems including FIS Investran, Allvue and PFS Paxus and is powered by our Data Platform based on market-leading Snowflake technology.

Get in touch

Industry Bodies and Affiliations

Working with IQ-EQ has been seamless – you and your team understand our business, advise us appropriately, and handle your side of our collective partnership so that we can focus on making good investment decisions. Evan Gibson SVP, Merchants Capital

Get in touch with us today

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Interested in joining our team?

We are always on the lookout for passionate people that possess IQ and EQ to join our growing team.

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